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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,750 | $74,661+24.2% | $160,784-42.3% | $67,986+36.4% |
| Participation rate | 28.3% | 57.1%-28.9pp | 77.0%-48.7pp | 57.2%-28.9pp |
| Annual return | 15.31% | 28.83%-13.5pp | 1803.92%-1788.6pp | 31.67%-16.4pp |
| Employer contribution / active EE | $145 | $1,829-92.1% | $3,733-96.1% | $2,019-92.8% |
| Participant deferral / active EE | $1,631 | $3,681-55.7% | $6,293-74.1% | $3,358-51.4% |
| Admin fee / account holder | $7,286 | $3,959+84.0% | $9,717-25.0% | $3,203+127.5% |